Filed September 28, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,836 | $53,063-38.1% | $124,206-73.6% | $82,637-60.3% |
| Participation rate | 97.5% | 58.4%+39.1pp | 69.6%+27.9pp | 68.1%+29.4pp |
| Annual return | 27.63% | 68.87%-41.2pp | 515.27%-487.6pp | 53.51%-25.9pp |
| Employer contribution / active EE | $4,052 | $1,530+164.8% | $3,540+14.5% | $2,552+58.8% |
| Participant deferral / active EE | $6,442 | $2,644+143.6% | $3,968+62.4% | $4,126+56.1% |
| Admin fee / account holder | $3,246 | $4,281-24.2% | $5,929-45.2% | $7,339-55.8% |